@TDAM_Canada
Investor Knowledge + 5 Minutes = New Thinking
Over the past decade the world has seen its share of trials and tribulations. From Greece going bankrupt, to the United Kingdom exiting the European Union (Brexit), a global pandemic, and recent rate hikes occurring at an unprecedented speed and magnitude, markets have not been short on events to react to.
Neither have investment portfolios. While all these events have certainly led to market volatility, it is important to remember the value of positioning portfolios in a manner that allows them to weather economic turbulence more smoothly.
Celebrating 10 years of the TD Retirement Portfolios
Dealing with market volatility can mean different things depending on the investment goal. For the TD Retirement Portfolios (Portfolios), which in 2023 celebrate their tenth anniversary, this means providing investors with an offering that acts as a fixed income compliment within their portfolios that delivers a risk profile in-line with fixed income combined with a potential return profile that surpasses fixed income.
Navigating volatile markets and delivering a smoother journey on investors paths to reaching their investment goals is of key importance to the Asset Allocation team at TD Asset Management Inc. (TDAM). Now that we have officially reached the 10-year anniversary of our Portfolios, we are certainly more than pleased to have delivered on expectations for our investors.
Checking all the boxes
Economic and market environments may change, but the goal of the Portfolios remains consistent: to deliver fixed income like risk with above fixed income like returns. We have checked all the boxes and delivered this outcome over the past decade because of the deep bench strength of experienced individuals within the TDAM Asset Allocation Team, as well as the tools at our disposal.
The team takes pride in evolving the mandates and ensuring that we have the right tools in our toolkit to add diversification levers and ultimately strive to continuously improve the risk-return profiles of our strategies.
Volatility in line with fixed income
Return above fixed income
Lower drawdowns than equities and fixed income
A consistent decade long track record of delivering on expectations
Deep and experienced team with the ability to be nimble
Looking forward to the next 10 years
The team at TDAM looks forward to helping clients reach their investment goals for the next 10 years. And help to diversify and improve risk-adjusted returns within their fixed income allocation. Pursuing long-term investment goals can feel overwhelming at times, however, we believe that adding levers to portfolios that may improve returns without increasing risk helps ease the stress and simply improves the probability of reaching these goals.
本文所含資訊由道明資產管理有限公司提供，僅供參考。內容乃出自可靠之來源匯編而成。圖表僅供解說之用，並不反映任何投資的未來價值或未來表現。本文並不提供任何財務、法律、稅務或投資建議。 Particular investment, tax, or trading strategies should be evaluated relative to each individual's objectives and risk tolerance..
本文檔中的部分陳述可能包含預測性的前瞻性陳述（「FLS」），其中包含「預計」、「預期」、「打算」、「認為」、「估計」和類似的前瞻性表述或其否定形式。前瞻性陳述基於當前對未來普遍的經濟、政治、相關市場因素（例如利率和匯率、股票和資本市場）以及普遍經營環境的預計和預測，並假定不發生稅法或其他法律或政府管制方面的任何變動或災難事件。對於未來事件的預計和預測本身受無法預見的風險和不確定性的影響。此等預計和預測可能在未來並不準確。前瞻性陳述不是對未來表現的保證。實際發生的事件可能與前瞻性陳述明示或暗示的事件存在實質差異。包括上文所述各項因素在內的多個重要因素均可能造成這種背離。您不應在任何程度上依賴於前瞻性陳述。
道明資產管理有限公司 (TD Asset Management Inc.) 是道明銀行 (The Toronto-Dominion Bank) 的全資擁有附屬機構。
® TD標誌和其他TD商標為道明銀行或其子公司的產權。
